What public Form 5500 filings show about the Columbia Banking System, Inc. 401(k) plan — and how to find and check your own account.
Columbia Banking System, Inc. (EIN 91-1422237) reports UMPQUA BANK 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $761.3M in plan assets across 4,695 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Columbia Banking System, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Columbia Banking System, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHLAND CAPITAL ADVISORS, T ROWE PRICE RPS.
